Sage 50 UKI Ideas Portal

2 Vote

Enable converting a quote to a proforma sales order

Not all our customers have credit accounts - but we still win quotes. They then need to pay proforma, so it's not an 'order' straight away. We need it to convert from a quote to a proforma sales order, and then once paid, become a sales order.

Created 11 Jul 12:48pm

Sales orders

0
6 Vote

PART DELIVERIES - ALLOW PART DELIVERIES WITHOUT INVOICING FOR A PART DELIVERY

It would be great if we could do part deliveries which would allow us to printout part delivery notes and update the stock without having to invoice for each part delivery. The only way to do this is to amend allocations and despatch to a PDF the ...

Created 15 Apr 09:59am

Sales orders

1
3 Vote

Customer Receipt

Sometimes a Client requires a receipt for their records after payment has been made, it would be good if Sage could generate this, to send to the Client.

Created 20 May 08:41am

Sales orders

0
49 Vote

Pay Now button on the Sales Orders

We've recently rolled out the Pay Now (Stripe) button on invoices. It's working well but we could really use the feature on Sales Orders as this is where where issue proforma invoices from and it would be great to be able to include a pay now butt...

Created 15 Dec 12:00am

Sales orders

3
37 Vote

Complete multiple Sales Orders for one Customer to one single Invoice

Good afternoon, It would be incredibly useful to be able to highlight multiple Sales Orders for one customer and complete them all to one single invoice. This would be incredibly beneficial when sending orders overseas where a singular invoice is ...

Created 25 May 12:00am

Sales orders

0
6 Vote

Add sales order ref when using generate PO

Being able to see on a purchase order which sales orders the goods ordered relates to would save lots of time for our stores staff

Created 23 Dec 09:25am

Sales orders

0
7 Vote

MORE CUSTOM FIELDS WITHIN PRODUCT SALES ORDER

No description provided

Created 11 Nov 02:52pm

Sales orders

1
9 Vote

Carriage charges duplicating on part dispatches

Customers do not always need carriage on every invoice following part dispatches. In most circumstances, they only need it on one invoice. The footer section of a sales order could have a tick box to select if part dispatches occur, to apply carri...

Created 12 Aug 01:53pm

Sales orders

0
16 Vote

Attach documents to Sales Orders

Sales Order always have a drawing attached it would be helpful to be in a position to attach the relevant drawing and or customer email to the Sales Order. Attachments are available in Supplier Batch Invoices so why no facility in Sales Orders.

Created 11 Oct 06:07am

Sales orders

2
10 Vote

Ability to reverse or modify a Goods Despatched Note

Sometimes on a Sales Order the wrong QTY or Parts get despatched, would be handy if we could cancel the despatch or modify it to include the correct information.

Created 10 Oct 01:27pm

Sales orders

0